Kodiak Sciences Inc.
KOD- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001468748
In the last 90 days, Kodiak Sciences Inc. insiders filed 4 open-market purchases and 1 sale; 200 institutions reported holding it in 13F filings for Q2 2026, worth $2.36B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 11, 2026
- $6.87B
- Insider buysLast 90 days, $181.3M in total
- 4
- Insider sellsLast 90 days, $2.70M in total
- 1
- 13F holdersQ2 2026, +15 vs. previous quarter
- 200
- 13F valueReported value at the end of Q2 2026
- $2.36B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- –
- No comparable prior period
- Net income, FY2025
- -$230.0M
- No comparable prior period
- Free cash flow, FY2025
- -$136.5M
- No comparable prior period
- Revenue, Q2 FY2026
- –
- No comparable prior period
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 8.12M
- Shares sold short
- Change
- −385.4K
- −4.5% vs. previous
- Days to cover
- 9.34
- At average daily volume
Superinvestors holding KOD, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding KOD at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Kodiak Sciences Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 6, 2026 (view filing)4:55 PM ET | Nov 4-5 | 2 days | Baker Julian and 5 othersDirector, 10% Owner | PPurchase | +247.1K | $98.51 | +$24.3M | +1.2%20.4M after | 4 lots |
| Oct 23, 2026 (view filing)5:00 PM ET | Oct 21 | 2 days | Borgeson John A.Chief Financial Officer | SSale | −30.0K | $90.01 | −$2.70M | −12.4%211.9K after | 8 lots10b5-1 |
| Sep 30, 2026 (view filing)4:31 PM ET | Sep 28-29 | 2 days | Baker Julian and 5 othersDirector, 10% Owner | PPurchase | +715.6K | $88.59 | +$63.4M | +3.7%20.2M after | 22 lots |
| Sep 30, 2026 (view filing)4:30 PM ET | Sep 28 | 2 days | Baker Julian and 5 othersDirector, 10% Owner | PPurchase | +418.3K | $83.58 | +$35.0M | +2.2%19.5M after | 30 lots |
| Sep 30, 2026 (view filing)4:29 PM ET | Sep 28 | 2 days | Baker Julian and 5 othersDirector, 10% Owner | PPurchase | +807.8K | $72.57 | +$58.6M | +4.4%19.1M after | 30 lots |
| Jun 5, 2026 (view filing) | Jun 4 | 1 day | Borgeson John A.Chief Financial Officer | SSale | −30.0K | $34.10 | −$1.02M | −12.4%211.9K after | 2 lots10b5-1 |
| Apr 2, 2026 (view filing) | Apr 2 | Same day | Borgeson John A.Chief Financial Officer | SSale | −30.0K | $39.92 | −$1.20M | −14.1%183.3K after | 4 lots10b5-1 |
| Dec 19, 2025 (view filing)4:06 PM ET | Dec 18 | 1 day | Baker Julian and 5 othersDirector, 10% Owner | PPurchase | +2.61M | $23.00 | +$60.0M | +16.6%18.4M after | 2 lots |
| Jun 17, 2025 (view filing) | Jun 17 | Same day | Borgeson John A.See Remarks | SSale | −723 | $3.65 | −$2.64K | −0.4%183.3K after | |
| Jun 18, 2024 (view filing) | Jun 17 | 1 day | Borgeson John A.See Remarks | SSale | −2.87K | $2.75 | −$7.90K | −1.6%182.2K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 200 holdersThe largest institutional positions in Kodiak Sciences Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP | 19,919,186 | $776.1M | 3.89% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,135,355 | $161.1M | 0.00% | +200,053+5.1% | Added |
| Price T Rowe Associates Inc | 3,248,611 | $126.6M | 0.01% | +1,209,261+59.3% | Added |
| State Street Corp | 2,419,417 | $94.3M | 0.00% | +168,497+7.5% | Added |
| Goldman Sachs Group Inc | 2,316,014 | $90.2M | 0.01% | +627,011+37.1% | Added |
| Vanguard Capital Management LLC | 1,804,632 | $70.3M | 0.00% | +87,556+5.1% | Added |
| Braidwell LP | 1,787,318 | $69.6M | 2.58% | −31,347−1.7% | Reduced |
| Jupiter Topco LLC | 1,526,006 | $59.5M | 0.02% | +1,526,006 | New |
| RTW Investments, LP | 1,487,934 | $58.0M | 0.49% | 00.0% | Unchanged |
| Boxer Capital Management, LLC | 1,477,600 | $57.6M | 4.34% | +116,600+8.6% | Added |
Holders of 5% or more of KOD
See all 5 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Kodiak Sciences Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Baker Bros. Advisors LP | 13D/A | 35.00%22.0M shares | +2.20 ppfrom 32.80% | Mar 5, 20218 filings | Sep 30, 2026 | SEC |
| Perlroth Victor | 13G/A | 9.90%6.50M shares | −1.10 ppfrom 11.00% | Feb 16, 20216 filings | Feb 17, 2026 | SEC |
| Sirenia Capital Management LP | 13G | 5.70%3.50M shares | New | May 15, 20261 filing | May 15, 2026 | SEC |
| BlackRock, Inc. | 13G | 5.30%3.27M shares | +0.90 ppfrom 4.40% | Apr 29, 20252 filings | Apr 27, 2026 | SEC |
| Price T Rowe Associates Inc | 13G | 5.20%3.25M shares | – | Feb 16, 20215 filings | Aug 14, 2026 | SEC |
Politician trades
All politician trades in KOD1 member of Congress reported 2 trades in Kodiak Sciences Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Dec 12, 2022 |  Chris Jacobs House · NY | Sell | $1K-$15K |
| Sep 9, 2022 | Chris Jacobs House · NY | Buy | $1K-$15K |
House · NY · Dec 12, 2022
Sell$1K-$15K
House · NY · Sep 9, 2022
Buy$1K-$15K